Newedge — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Newedge is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $550,434 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $550,434
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $550,434
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Bw-M Pa 24, Ltd. | CT | 1 | $390,176 |
| All Weather Portfolio Limited | CT | 1 | $94,912 |
| Bridgewater Optimal Portfolio, Ltd. | CT | 1 | $35,678 |
| Bridgewater Pure Alpha Funds, Ltd. | CT | 1 | $11,879 |
| Bridgewater All Weather Portfolio Iii, Ltd. | CT | 1 | $11,427 |
| Bridgewater All Weather Portfolio Ii, Ltd. | CT | 1 | $6,362 |
State footprint
Plans reporting Newedge are sponsored in CT (6).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bw-M Pa 24, Ltd. | Bw-M Pa 24, Ltd. | 2023 | $390,176 | not reported in the loaded dataset |
| All Weather Portfolio Limited | All Weather Portfolio Limited | 2023 | $94,912 | not reported in the loaded dataset |
| Bridgewater Optimal Portfolio, Ltd. | Bridgewater Optimal Portfolio, Ltd. | 2023 | $35,678 | not reported in the loaded dataset |
| Bridgewater Pure Alpha Funds, Ltd. | Bridgewater Pure Alpha Funds, Ltd. | 2023 | $11,879 | not reported in the loaded dataset |
| Bridgewater All Weather Portfolio Iii, Ltd. | Bridgewater All Weather Portfolio Iii, Ltd. | 2023 | $11,427 | not reported in the loaded dataset |
| Bridgewater All Weather Portfolio Ii, Ltd. | Bridgewater All Weather Portfolio Ii, Ltd. | 2023 | $6,362 | not reported in the loaded dataset |
Related Form 5500 pages
- Bw-M Pa 24, Ltd. (plan 001)
- Bw-M Pa 24, Ltd. — all reported plans
- All Weather Portfolio Limited (plan 001)
- All Weather Portfolio Limited — all reported plans
- Bridgewater Optimal Portfolio, Ltd. (plan 001)
- Bridgewater Optimal Portfolio, Ltd. — all reported plans
- Bridgewater Pure Alpha Funds, Ltd. (plan 001)
- Bridgewater Pure Alpha Funds, Ltd. — all reported plans
- Bridgewater All Weather Portfolio Iii, Ltd. (plan 001)
- Bridgewater All Weather Portfolio Iii, Ltd. — all reported plans
- Bridgewater All Weather Portfolio Ii, Ltd. (plan 001)
- Bridgewater All Weather Portfolio Ii, Ltd. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources